White Pine Investment Co
Firm details
- Headquarters
- Livonia, Michigan
- CRD number
- 111556
- Registered since
- November 21, 1997
- Website
- www.wpinv.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI84.23%
- Individuals13.16%
- Charitable Organizations2.61%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersPublication of PeriodicalsEducational Seminars / Workshops
Firm profile
FINTRXOverview
White Pine Investment Co. is an independent, individually owned Registered Investment Adviser that has been SEC-registered since 1997. The firm acts as a capital allocator for both individual and family clients as well as institutional mandates, charging fees based on a percentage of assets under management. Its advisory services include financial planning, portfolio management for individuals and small businesses, selection of third‑party advisers, and investor education through periodicals and workshops. White Pine identifies as not being an active ESG investor and maintains an industry affiliation with a law firm.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities74%
- Investment Grade Corp Bonds13%
- US Government Bonds10%
- Cash & Cash Equivalents3%
Owners & executives
1 of 1
Anthony Digiovanni
Chief Investment OfficerCRD 5123620
Contacts
3 of 3
Stefanie Porter
PartnerCRD 2748780
William Johnson
Business Development OfficerCRD 4784523
Amy Lauzon
Client Operations ManagerCRD 6657857
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 47Active vs passive
$309M in ETFs
84%
$260M
16%
$49.8M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SCHWAB FUNDAMENTAL US LARGE COMPANY ETF (FNDX) | Schwab | Passive | Large Value | $19.5M | 619,801 | 6.30% |
Location
Livonia, MI
Wayne
Location
Livonia, MI
Headquartered in Livonia, MI, anchoring the Detroit-Warren-Ann Arbor, MI metro in the Midwest.
- Metro area
- Detroit-Warren-Ann Arbor, MI
- Region
- Midwest
- County
- Wayne
- Address
- 17199 N Laurel Park Dr
- Time zone
- ET (UTC-5)
- Office locations
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